case studies

December 2017

A small foundation had the same goal as most foundations: to maximize long-term spending potential through asset growth. An undefined investment policy, inefficient portfolio characteristics and inadequate reporting stood in its way. The client turned to us to find a solution.

December 2017

A regional bank with multiple locations sought to streamline and grow its wealth management department. Its specific goals included improving outcomes for private clients, increasing the department’s revenue, and strengthening its research capabilities.